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The mission of Charitable Gift Planners of Tampa Bay (formally the Partnership for Philanthropic Planning of Tampa Bay) is to foster awareness and to provide an effective forum for education, communication, networking and collaboration for our gift planning community.

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Mapping Out Planned Giving - A-R-R-R You Ready? 14th Annual Planned Giving Symposium

  • August 18, 2026
  • 7:30 AM - 12:00 PM
  • Franklin Templeton 100 Fountain Pwky N St Petersburg FL 33715

Registration

  • Four (4) attendees for the 14th Annual Planned Giving Symposium.
    Opportunity to have a promotional display table at the Symposium.
    Opportunity to distribute promotional materials to each attendee.

    Logo Featured:
    In pre and post event Symposium communications
    On event PowerPoint and verbally mentioned at the Symposium
    On AFP Tampa Bay and CGP Tampa Bay websites, clickable to your website
    In one AFP Tampa Bay and one CGP Tampa Bay social media post (Facebook, LinkedIn)
    Opportunity to offer a drawing and collect business cards of attendees at the Symposium
  • Two (2) attendees for the 14th Annual Planned Giving Symposium.
    Logo Featured:
    In pre and post event Symposium communications
    On event PowerPoint and verbally mentioned at the Symposium
    On AFP Tampa Bay and CGP Tampa Bay websites, clickable to your website
    In one AFP Tampa Bay and one CGP Tampa Bay social media post (Facebook, LinkedIn)
    Opportunity to offer a drawing and collect business cards of attendees at Symposium.
  • CGP Member Ticket
  • Non-Member or Guest
  • Eight (8) attendees for the 14th Annual Planned Giving Symposium.
    Recognition at the sponsored program through a personal introduction by the AFP Tampa Bay/CGP Tampa Bay Presidents
    Opportunity to address the audience (3 Minutes).
    Opportunity to have a promotional display table at the Symposium.

    Opportunity to distribute promotional materials to each attendee.

    Logo featured:
    In pre and post event Symposium communications

    On event PowerPoint and verbally mentioned at the Symposium

    On AFP Tampa Bay and CGP Tampa Bay websites, clickable to your website
    In one AFP Tampa Bay and one CGP Tampa Bay social media post (Facebook, LinkedIn)
    Logo included in the AFP Tampa Bay National Philanthropy Day program as an AFP Tampa Bay partner.
    Opportunity to have one (1) email from your organization sent to CGP Tampa Bay contact list before or after the Symposium, your choice. An exclusive offer may be included in the email.
    Opportunity to have one (1) article in the AFP Tampa Bay monthly newsletter.
    Opportunity to offer a drawing and collect business cards of attendees at the Symposium.
    Industry Exclusivity

Register

7:30 a.m. 

 Registration, Networking, Exhibitors, Breakfast  
 8:00 a.m.   Welcome   
 8:10 a.m.

Session 1 – Know Your Ships: The Fleet of Planned Giving Options

From simple bequests to more complex giving vehicles – understanding which vessel fits the voyage.

Paul Caspersen 
 9:10 a.m.   Break   
 9:20 a.m.

Session 2 – What Makes a Donor Set Sail?

The Psychology of Long-Term Philanthropy 

 
 10:50 a.m.  Break   
 11:00 a.m.

Session 3 – The Captains Log: A Collection of Planned Giving Journeys

Step into the Captain’s Log as our speaker guides you through real-life planned giving case studies. Drawing from actual donor journeys, they will unpack the motivations, strategies, and pivotal decisions that transformed personal milestones into lasting community investment.
Each story will reveal not only the heart behind the gift, but the planning tools and advisor collaboration that made the legacy possible — offering practical insights you can apply in your own conversations and strategies.

 Paul Caspersen
 12:00 p.m.  Adjourn   

Member Ticket: $65.00 Guest Ticket: $85.00

Applied for 3 hours CFRE Credit


Thank you to our sponsors!

Presenting Sponsor:


Nonprofit Sponsor:

Venue Sponsor:


Charitable Gift Planners of Tampa Bay

PO Box 2092
St. Petersburg, FL 33731

admin@ppptampabay.org

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